Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Global Category				Portfolio Date Sustainability Rating
Timeline Classic 60	Moderate Allocation
Timeline Classic 70	Aggressive Allocation
Timeline Classic 80	Aggressive Allocation
Timeline Classic 90	Aggressive Allocation
Timeline ESG Classic 0	Global Fixed Income
Timeline ESG Classic 10	Cautious Allocation
Timeline ESG Classic 100	Global Equity Large Cap
Timeline ESG Classic 20	Cautious Allocation
Timeline ESG Classic 30	Cautious Allocation
Timeline ESG Classic 40	Cautious Allocation
Timeline ESG Classic 50	Moderate Allocation
Timeline ESG Classic 60	Moderate Allocation
Timeline ESG Classic 70	Aggressive Allocation
Timeline ESG Classic 80	Aggressive Allocation
Timeline ESG Classic 90	Aggressive Allocation
Timeline ESG Tracker 0	Global Fixed Income
Timeline ESG Tracker 10	Cautious Allocation
Timeline ESG Tracker 100	Global Equity Large Cap
Timeline ESG Tracker 20	Cautious Allocation
Timeline ESG Tracker 30	Moderate Allocation

If you are looking for a Portfolio or even Management firm that is not currently listed, they maybe onboarding, please email us at mpdbonboarding@morningstar.com requesting the status of the Portfolio or Provider and we will confirm the status or request the necessary data from them.

Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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